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CRD 7061342
LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-11-05 |
Branch Locations
392 East Penn Dr, Enola, PA 17025 • United States
48 Business Campus Way, Duncannon, PA 17020 • United States
3589 Peters Mountain Rd, Halifax, PA 17032 • United States
2792 Old Post Rd, Harrisburg, PA 17110 • United States
392 E Penn Dr, Harrisburg, PA 17025 • United States
8100 Derry St, Harrisburg, PA 17111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Members 1St Federal Credit Union | Mechanicsburg | PA | 10/2010 | Present |
| Lpl Financial Llc | Mechanicsburg | PA | 04/2019 | Present |
1)4/2/19- Members 1st Investment Services and Wealth Managem- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-30 |
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